2023 Form 5500 filing — Apt 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924090815NAL0007310899001) for Apt 401(K) Plan, reported by Apt Holdings LLC under EIN 84-3252042 and plan number 001. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924090815NAL0007310899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apt Holdings LLC
- EIN
- 84-3252042
- Plan number
- 001
- Location
- Glen Burnie, MD
- Participants
- 680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,381,164
- Total liabilities (EOY)
- $3,538
- Net assets (EOY)
- $10,377,626
- Employer contributions
- $332,366
- Participant contributions
- $1,328,032
- Total income / additions
- $3,652,051
- Benefits paid
- $792,051
- Administrative expenses
- $60,033
- Total expenses
- $859,935
- Net increase / (decrease)
- $2,792,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | RIA | $25,650 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $24,745 | $0 |
| Pollard & Associates | TPA | $16,049 | $0 |